Teresa M. Hart - Hart Financial Group

04/23/2026

SCAM ALERT!!!!

In recent FINRA regulated training, this article was presented as a resource to familiarize yourself with this Social Media 'investment Group' imposter scam. Please take the time to read this as it may save you thousands or millions of dollars.

FINRA has seen a recent significant spike in investor complaints resulting from recommendations made by fraudulent “investment groups” promoted through social media channels. Complaints describe bad actors, posing as registered investment advisers, who advertise “stock investment groups” on ...

04/22/2026

This one is for the hardworking men in our lives - the husbands, dads, and grandpas who have spent a lifetime building something for their families. ❤️

One of the most common things I see in my work is a wife who had no idea where to start after losing her husband. And it wasn't because he didn't love her, they just never had the conversation. She was with the mindset, "he's got it taken care of".

Does your wife know where everything is? The accounts, the policies, the passwords, who to call?

If you're not sure, this blog is worth a read - and worth sharing with someone you love.

👇 Seven steps to make sure your family is protected, no matter what.

The Great Wealth Transfer is coming. Here's how to make sure your family is ready — even when you're not there to guide them.Most men I sit across from in my office have spent a lifetime building something. A business. A retirement...

04/22/2026

🌟 Happy Administrative Professionals Day to you Kelsi Hart!! 🌟

Behind every client meeting, every organized file, and every smooth operation is Kelsi working her magic behind the scenes. She’s the kind of person who is always calm in my chaos. 😂

Kelsi, what you do every single day matters more than words can express. From your client conversations to all the time you dedicate to 100 Women United, Hart Financial Group would not be what it is without you, and I am so grateful to have you in my life. Also, there is nothing better than sharing my passion and the career I am so proud of, with my daughter!! ❤️

Today we celebrate YOU! 🎉 Thank you for your dedication, your heart, and everything you pour into this team.
~ teresa

P.S. Make sure you check your email! Today, YOU are the recipient of a !! It is a legitimate email. 🤣😂

04/17/2026

We are truly excited for this years 2026 Palace City Kiwanis Half Marathon!! This event is an amazing fundraiser for the Kiwanis club in our Palace City! Help us see record numbers by getting registered ASAP! Click https://raceroster.com/events/2026/116292/palace-city-kiwanis-half-marathon-10k-and-5k to register!

Send a message to learn more

03/27/2026

You can vote until March 30th for your favorites! Make sure your vote counts! Myself, and all the businesses nominated appreciate it greatly! ❤️

We are excited to share that Hart Financial Group has been nominated for the Best of the Best Mitchell Award as Best Financial Advisor/Company!

This recognition is a direct reflection of the relationships we've built with clients like you, and we are deeply grateful for the trust you place in us each and every day. It is our privilege to serve the Mitchell community.

The Best of Mitchell Awards are a wonderful celebration of all the local businesses that make our community thrive. If you'd like to be part of the fun and show some support for Mitchell's finest, the ballot is open and easy to access:

👉 https://www.bestofthemidwest.com/mitchell/best-of-the-best-mitchell #/gallery/?group=537895

Thank you, as always, for your continued support - it is the foundation of everything we do at Hart Financial Group. ❤️

The nomination phase kicks off the competition, giving you the power to nominate the businesses or individuals you believe are the most deserving of the "Best of the Best" title. Select a category below to nominate a business or individual.

03/25/2026

*** Another scam alert you may get on your phone! ***

Some things to note when you get something like this.
* Stop and do not click on anything
* Notice at the top that it is a group text.
* Also note at the top the phone number. It looks like an international phone number.
* And then they also use the scare tactic talking about safety and security. All of these things scream scam.

Do not click on that link! It may give scammers access to your phone and everything on it.

03/16/2026

Reminder to vote every day for your favorite businesses/professionals until March 30!! Click the link: https://www.bestofthemidwest.com/mitchell/best-of-the-best-mitchell?fbclid=IwY2xjawQk2lBleHRuA2FlbQIxMABicmlkETFZQklmNWZocElrdEMzSHhxc3J0YwZhcHBfaWQQMjIyMDM5MTc4ODIwMDg5MgABHsYuAeWw-8twhAIa98v9mYcW0QU6vWpbOKDTd9CgcJpNnpe18343laPG3-kh_aem_UDS4KMMzJURXpJdqde9cEQ #/gallery/?group=537895

The nomination phase kicks off the competition, giving you the power to nominate the businesses or individuals you believe are the most deserving of the "Best of the Best" title. Select a category below to nominate a business or individual.

03/13/2026

Rest in peace, sweet Charlie girl. ❤️

A beloved member of our family crossed the rainbow bridge today. Charlie and Bosco loved coming to the office and hanging out. I have given many of my clients the book of which Charlie is a main staple.

You will be greatly missed and will live forever in our hearts. ❤️ Traci Loecker

03/11/2026

We are excited to share that Hart Financial Group has been nominated for the Best of the Best Mitchell Award as Best Financial Advisor/Company!

This recognition is a direct reflection of the relationships we've built with clients like you, and we are deeply grateful for the trust you place in us each and every day. It is our privilege to serve the Mitchell community.

The Best of Mitchell Awards are a wonderful celebration of all the local businesses that make our community thrive. If you'd like to be part of the fun and show some support for Mitchell's finest, the ballot is open and easy to access:

👉 https://www.bestofthemidwest.com/mitchell/best-of-the-best-mitchell #/gallery/?group=537895

Thank you, as always, for your continued support - it is the foundation of everything we do at Hart Financial Group. ❤️

The nomination phase kicks off the competition, giving you the power to nominate the businesses or individuals you believe are the most deserving of the "Best of the Best" title. Select a category below to nominate a business or individual.

03/10/2026

🚨 BIG NEWS! 🚨

I am beyond excited to announce that I am a contributing author in "Financial Trendsetters: Women navigating the moments no one prepares you for, when life happens, and how it shapes financial futures" - a collaborative masterpiece featuring 15 trailblazing women authors! 💪✨

This book is for every woman who is ready to challenge the norms, rewrite the rules, and take control of her financial future. Each chapter brings a unique story that inspires, educates, and empowers.

I am so honored to be part of this movement alongside some truly incredible women. 🩷

Stay tuned for details on how you can get your copy - you won't want to miss this one!

11/26/2025

As we gather for the season of gratitude, all of us at Hart Financial Group want to extend our heartfelt thanks for the trust you place in us. Serving you, your families, and your futures is a privilege we never take lightly.

This year especially, we are grateful for the meaningful conversations, the milestones you’ve shared with us, and the opportunity to walk alongside you in your financial journey. Your support allows us to do what we love, and for that, we are truly thankful.

As we spend time with our families please note our holiday office hours -- we will be closing at noon on Wednesday, November 26 and will reopen Monday, December 1.

If you need anything before or after the holiday, please don’t hesitate to reach out. We look forward to continuing to serve you through the rest of the year and beyond.

Wishing you and your family a warm, joyful, and blessed Thanksgiving.

~ Teresa & Kelsi ❤️

11/13/2025

🎥 New video alert!

Starting a new job? Thinking about retirement? Changing careers? Each transition is a great time to review your retirement accounts and make sure your money is still working toward your goals.

Watch our latest video for quick tips on what to do with your 401(k) or other retirement plans during life’s big changes.

This video explores what to do with retirement accounts when you move on from your job.